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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-12-05 |
| IN | RA | APPROVED | 2019-10-18 |
| TX | RA | APPROVED_RES | 2019-10-18 |
Branch Locations
121 North Pete Ellis Drive Suite 101, Bloomington, IN 47408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Llc | Bloomington | IN | 09/2014 | Present |
| Robert W. Baird & Co. Incorporated | Bloomington | IN | 10/2019 | Present |
I AM AN INDEPENDENTWELLNESS COAH WITH BEACHBODY COACHES. (WWW.BEACHBODYCOACH.COM) IT IS A WEBSITE WELLNESS PROGRAM PROVIDING NUTRITIONAL ADVICE AND WORKOUT PROGRAMS. THIS IS A NON-INVESTMENT BUSINESS. THE ADDRESS IN ON-LINE OR IN MY HOME: 3579 E SADDLEBROOK LANE, BLOOMINGTON, IN 47401. I STARTED IN MAY 2013. I AM CURRENTLY INACTIVE, ALTHOUGH I MAINTAIN A CURRENT STATUS THAT ALLOWS ME TO PURCHASE NUTRITIONAL PROTEIN SHAKES FOR MYSELF AND MY FAMILY MEMBERS FOR A DISCOUNT. I CURRENTLY DO NOT PROMOTE THIS SERVICE OR SPEND ANYT IME EACH MONTH RELATED TO THIS BUSINESS. IT REQUIRES MINIMALLY 1 HOUR PER MONTH TOTAL TO ORDER FOR MYSELF. I DO NOT DEVOTE ANY BUSINESS HOURS TO THIS POITION. THIS HAS BEEN DISCLOSED AND APPROVED BY HILLIARD LYONS. Name/Address: GFC Adventures, LLC 144 Ski Idlewood dr #2008 Winter Park CO 80482 Start Date: 12/16/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Owner/Member; Rental Property Non Investment Related Name/Address: Space Maker Storage, LLC 1073 south maple street Orleans IN 47452 Start Date: 5/25/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Passive Investor Non Investment Related Name/Address: SPCW JV LLC /Bloomington, IN 47401 Start Date: 1/1/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Passive LLC Member Non Investment Related Name/Address: Community Foundation Monroe County / 100 S College Ave, Bloomington, IN 47404 Start Date: Aug 01, 2024 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-15 |
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